Avantax Advisory Services’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.7M | Buy |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $1.11M | Buy |
|
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|
2022
Q4 | $887K | Buy |
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|
2022
Q3 | $694K | Buy |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $599K | Buy |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $206K | Buy |
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